It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Builds income for retirement
👉 Investment flexibility
👉 Tax savings potential
👉 Extra rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
#AnnuityAwarenessMonth
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding.
Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
Going through a transition in life is not always easy. Your finances don't need to create additional stress. When Debi was going through a difficult time, Thrivent provided guidance to help her take control of her finances.
2023 IRA contribution deadline: There's still time to maximize your savingsMaximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.
For more details on IRA contribution limits. 👇
Do you file your federal income taxes early or wait until the deadline is around the
corner?
Here are four reasons to file early:
✅ Faster tax refunds.
✅ Extra time to make a payment if you owe.
✅ Reduce risk of someone else pocketing your refund.
✅ Avoid tax deadline stress or having to file an extension.
The deadline to file is April 15, 2024. Whether you file yourself or hire a tax professional, don’t wait!
See thrivent.com/social for important disclosures.
“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain.
If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys
Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG
February 2024 Market Update: On the road to recoveryTake a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth
As major life events occur, they can change your life insurance needs. It’s important to safeguard what you have today while planning for the road ahead.
See thrivent.com/social for important disclosures.
Thrivent recognized for best-in-class service for 4th straight yearThrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence.
Learn more 👇
How to protect your family financially over the yearsThinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.
2024 Market Outlook: Getting back to businessRead Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.
The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
